FinStars

FinServ Speaker’s Directory

Andrew Altfest CFP

Managing Director

Altfest Personal Wealth Management

Charlie Bilello CMT

Director of Research

Pension Partners

David Blisk

Chief Executive Officer

Spire Investment Partners

Sheryl Brown

Chief Executive Officer

BIONICSocial

Blake Bjordahl

Chief Executive Officer

RIA ComplianceTechnology

Mark Casady

General Partner

Vestigo Ventures

Marguerita Cheng CFP®

Chief Executive Officer

Blue Ocean Global Wealth

Wealth Manager & Principal

Innovative Advisory Group (IAG)

Sherri Cooke

President & CEO

AI Insight, Inc.

Damon Deru

Founder & CEO

AdvisorPeak, Inc.

Josh Engalla

President

Regex SEO 

Michael Freeman

President

Due Diligence Works

Paul Gamble

Chief Executive Officer

55-ip

David GellerCFP®

Chief Executive Officer

JOYN Advisors

Amir Ghannad

Chief Executive Officer

The Ghannad Group

Kristin Harad CFP®

Chief Executive Officer

Kristin Harad

Shari Hensrud, Ph.d, CFA®

Chief Investment Officer

Fdx Advisors-Envestnet

Christian Hyldalh, CFA®

President

Varium Investment Partners

Klint Kendrick, Phd. SPHR®

Director, M&A, HR

ORACLE

Robert Kirk

Founder & CEO

InterGen Data, Inc.

Michael Kossman

Chief Operations Officer

Aspiriant 

Meghaan Lurtz

Extension Agent

University of Maryland

Bob McGill

Founder/President

jaccomo

Richard Milton CFA®

Managing Director

MainStreet Advisors

Harris Nydick AFIA® CFP

Managing Partner

CFS Investment Advisory Services

Diane Omdahl

Founder/President

65 Incorporated

Mark Painter CFA®

President

EverGuide Financial Group

Sameer Penakalapti

Chairman/CEO

Avani Technology Solutions, Inc.

Michelle Perry-Higgins

Principal

California Financial Advisors

Jeffrey Phillips, CFA®, CPA

Principal and Managing Director

Rehmann Financial

Jon Pincus

SVP Global Operations, Asset Management, Northern Trust

Sheri Pontolillo

Tina Powell

Chief Executive Officer

C-Suite Social Media

April Rudin

Chief Executive Officer

The Rudin Group

Ryan Shanks

CEO

Finetooth Consulting

Peter Sims

President

Pay for Ed

Nicholas Stuller

Author

"THE TRUTH SHALL SET YOUR WALLET FREE"

James Tharin

Chief Executive Officer

Chicago Clearing Corporation

Oleg Tishkevich 

MD & CTO, Financial Planning

Envestnet

Don Trone

Chief Executive Officer

3ethos

Mitch Vigeveno

Chief Executive Officer

Turning Point

Richard Walker

Efficient CEO

Efficient Technology, Inc.

Corey Westphal

Chief Executive Officer

Mobile Assistant

David Woltman

President

Financial Database Services

Sonya Dreizler CFP

Chief Executive Officer

Solutions with Sonya

Richard BusilloAIF®,CFP®,RPA

Chairman & CEO

RTD Financial Advisors, Inc.

Pem Guerry

Executive Vice President

SIGNix